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Company: Unified Trust, a Division of American Trust Company |
Registration No: CFX10005 |
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Address: 2353 Alexandria Dr. , Suite 100, Lexington, KY, 40504, United States |
View Certificate |
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Web Site: http://www.unifiedtrust.com |
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Registration Type: Investment Advisor Certification |
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Program: Discretionary investment services provided in a trust account environment for trustee-directed and participant-directed DC plans and individual investors, including discretionary management services under ERISA 3(38). |
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Current Registration Date: 12/10/2021 |
Initial Registration Date: 10/10/2006 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080